Step 2: E-KYC
Documents Required before filling E-kyc form:
Passport Size photo
Proof of Identity required: PAN card
Proof of Address required: Adhaar card
Bank Details: A copy of the personalized cheque and bank IFSC code. This account will be connected to your DMAT account. So ensure, this account is digitally active and you can do NEFT/RTGS. The personalized cheque should have your address. If cheque is not personalized, keep an account statement that has your address.
Signature: Keep a paper with your signature on it. Will need an image of the signature.
Fill the e-Kyc:
Refer link: https://ekyc.phillipcapital.in/ekyc. It will take 10-15 mins.
Santosh/Umesh from Phillips Capital (sales/wealth rep at our broker) will call you and help you fill a e-Kyc checklist. Don’t fill the ekyc without their help.
Important: For ease, keep your permanent and correspondence address the same. We interact only digitally.
One has to use his/her own or a joint bank account.
Please make sure that the bank account connected is digitally active i.e. you can do a NEFT/RTGS of the sum from that account.
If the bank account is not digitally active, funds will have to be transferred into the brokerage account via a cheque.
The e-Kyc portal will issue you a login/password for filling in parts and come back to the form at a later time to review and submit.